Stock
Reported value
$2.29M
Holders
5
+1 new · −0 exited
Holders’ est. mark
—
Need a prior quarter
Largest holder
$2.29M
SUMMIT WEALTH GROUP LLC / CO
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO | 43K | $2.29M | — | Held |
| MORGAN STANLEY | 5.03K | $2.17K | — | Held |
| Allworth Financial LP | 295 | $128 | — | Held |
| BANK OF AMERICA CORP /DE/ | 131 | $56 | — | Held |
| BARCLAYS PLC | 69 | $29 | — | New |
Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.